tag:blogger.com,1999:blog-74170661975943300692017-08-17T19:08:24.312-07:00My Tweet CuratorAxel Troikenoreply@blogger.comBlogger27125tag:blogger.com,1999:blog-7417066197594330069.post-88526184490442701182014-08-18T16:59:00.001-07:002014-08-18T17:03:52.188-07:00When is the BEST time for a Data Quality Review? | Roshan Joseph (via LinkedIn)<div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="https://www.linkedin.com/today/post/article/20140818044644-7652013-when-is-the-best-time-for-a-data-quality-review" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i></span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">While position 5 (NOW!) is the "correct" answer, I like to add "Merger &amp; Acquisition" as a triggering event (variation / combination of pos. 1 to 4).</span></span><br /><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">With an upcoming M&amp;A transaction, a data quality review prepares for the audit that is an indispensable part of the due diligence. Both (all) involved organizations should undergo a data quality review to especially know about the mergability of the parties' data before taking the final decision.</span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-76366427981734039162014-06-02T08:28:00.001-07:002014-06-02T08:28:43.788-07:00Tool to Track Which Databases Keep Customer Data | LinkedIn Group: Master Data Management Pros<div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groupItem?view=&amp;gid=113996&amp;type=member&amp;item=5877429430158135297" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i></span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">I suggest you to use a professional data and process modeling tool suite. <br /><br />The data modeling tool component will allow you to have an inventory of the data, i.e. which fields (particularly: customer data) reside in which database. Typical use of the data modeling tool could be: </span></span><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Reverse engineer each database, i.e. automatic transfer of the database structure to a graphical/textual representation in the data modeling tool.</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">(Since even (semantically) same fields will have different physical names in different databases...) Link synonyms to a common business name, e.g. "cust_name" and "cli_nam" could both represent "customer name".&nbsp;</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Add/modify any other crucial description that may be missing/incorrect. </span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Integrate the database models into subject areas (A subject area will give you the synchronized business view of how e.g. a customer is - and perspectively should be - described in your organization, e.g. by customer first-name, customer family-name, customer date-of-birth, etc.) </span></span></li></ul><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"> The process modeling tool component will provide you a graphical/textual representation how the database fields "flow" through your organization, i.e. which fields are included in the "input" and/or "output" data flow(s) of a process (program, module, dialog,...). <br /><br />Ideally, the tool suite will be integrated, i.e. database fields that are captured in the database reverse engineering step (using the data modeling tool) can be linked to the fields found in the analysis of the data flows (using the process modeling tool) and vice versa. <br /><br />How you apply the modeling tool suite in detail will certainly depend on the mid and long-term goals of your organization, e.g. merging/replacing application systems, evaluating new software packages, changing platforms, going mobile etc. <br /><br />Considering any of these targets combined with your initial question, I recommend you to check out the SILVERRUN Professional &amp; Enterprise Series at www.silverrun.com . (In the spirit of full disclosure: I represent Grandite, the maker of the SILVERRUN tools.) <br /><br />Please do not hesitate to contact me for further information directly, you will find my coordinates in "Contact Info" of my LinkedIn profile. </span></span></div><div style="text-align: justify;"><br /></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-39560307452560938682014-05-25T08:51:00.004-07:002014-05-25T08:53:01.517-07:00How Does the Database Influence the Data Modeling Approach? | LinkedIn Group: Data Modeling<div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groups/How-will-my-data-modelling-2357895.S.5875566397421027332?view=&amp;gid=2357895&amp;type=member&amp;item=5875566397421027332" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;">Based on the 4 primary steps suggested by Rémy [Fannader] (even considering that each of us may have slightly different convictions how to exactly mark off these steps against each other), the answer should be: </span><br /><ul style="text-align: left;"><li><span style="font-family: Verdana,sans-serif;">Conceptual: not influenced by the target database&nbsp;</span></li><li><span style="font-family: Verdana,sans-serif;">Normalized logical: not influenced by the target database </span></li><li><span style="font-family: Verdana,sans-serif;">Denormalized logical: only influenced by the architecture / type of concepts that the database supports (doesn't support), e.g. nested table, materialized view </span></li><li><span style="font-family: Verdana,sans-serif;">Physical: completely influenced by the target database, e.g. physical names, database-specific storage parameters. </span></li></ul><span style="font-family: Verdana,sans-serif;">On an additional note: To follow the above 4-level procedure effectively and efficiently, it is indispensable to use a professional data modeling tool that not only, but particularly allows to </span><br /><ul><li><span style="font-family: Verdana,sans-serif;">Define, keep and maintain the above development levels</span></li><li><span style="font-family: Verdana,sans-serif;">Propagate (cascade) applicable modifications to the next level(s)</span></li><li><span style="font-family: Verdana,sans-serif;">Generate the DDL from the physical level.&nbsp; </span></li></ul></div><div style="text-align: justify;"><br /></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-9423068142163097712014-05-07T06:05:00.000-07:002014-05-07T06:05:06.275-07:00How to Identify Parent / Child Role of an Entity in a Data Model Diagram Using "Information Engineering" Notation | LinkedIn Group: Data Modeling<div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groups/While-reading-EntityRelationship-diagram-drawn-2357895.S.5869327232886919168?view=&amp;gid=2357895&amp;type=member&amp;item=5869327232886919168" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Presuming that many-to-many relationships have been resolved as (binary) one-to-many relationships, there are two ways to communicate / express relationships, as&nbsp;</span></span></div><div style="text-align: justify;"></div><ul><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">One-to-many relationships (or optional-one-to-one) </span></span></li></ul><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">and/or </span></span></div><ul><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Parent-child relationships [Child entity is the side of the relationship where the foreign key (constraint) will be added.] </span></span></li></ul><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;">However, provided that the integrity of the model has been positively verified, these two ways are synchronized, i.e. the role of the parent entity and of the child entity in a given one-to-many (or optional-one-to-mandatory-one) relationship can be derived following the rule "a mother can have many children, but a child has <i>a maximum of </i>one mother".&nbsp;</span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">The exception to this rule is an optional-one-to-optional-one relationship which needs further specification about the parent or child role of the participating entities.</span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><br />For this latter case (or an interim state where the integrity of the model has not been verified yet), an Entity-Relationship diagram in Information Engineering notation only expresses the multiplicities of a relationship, but does not offer any "standard" indication about the parent / child role of an entity in a relationship.</span></span><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><br />Therefore, I suggest to use a data modeling tool that allows you to e.g. additionally display the name of the child direction close to the respective side of the relationship connector.</span></span><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><br />Once the model is verified and ready to generate foreign keys, the latter ones will graphically identify the child role of an entity in a relationship. </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-40090900393933203482014-03-09T07:07:00.002-07:002014-03-09T07:09:32.182-07:00Where Does the Line Between Data Modeler and DBA Fall? | LinkedIn Group: InfoAdvisors Members<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groups/Big-Challenges-in-Data-Modeling-918.S.5846288394279219200" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">I agree with your [Karen Lopez] "State of the Union" of Data Modeling as described in <a href="http://www.dataversity.net/line-data-modeler-dba-fall/" target="_blank">your post related to this discussion</a>. Leaving possible and probable reasons aside that led to that state, I will here focus on your question.</span></span></div><div style="text-align: justify;"></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">According to my observations, organizations have lost (and some never adopted) the technique of targeted denormalization which bridges the gap between the logical data model and the physical database design and thus brings Data Modelers and DBAs together.</span></span></div><div style="text-align: justify;"></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Based on a 3-level approach (I skip to discuss the steps that lead to a Logical Data Model), responsibilities of Data Modelers, Developers and DBAs can be assigned as follows: </span></span><br /><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Logical Data Model: developed by Data Modelers / Data Administrators </span></span></li></ul><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Transition Model: created by Developers and DBAs to denormalize the Logical Data Model according to the requirements of the application (create physical tables, views, indexes etc.) </span></span></li></ul><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Physical Database Model: based on the Transition Model, DBAs add physical parameters allowing to completely generate the DDL for the (production) database </span></span></li></ul><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">To be consequently followed by Data Modelers, Developers and DBAs, the above 3-level approach does not only need to be advised and backed by senior management, but it requires a data modeling tool that will make it "unattractive" for anyone to seek "practical shortcuts". To be suitable for that approach, the data modeling tool e.g. has to </span></span><br /><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Support denormalization of Logical Data Models </span></span></li></ul><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Keep track of the lineage through the transformation process from logical tables/columns to database tables/columns </span></span></li></ul><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Offer mechanisms that automatically propagate modifications from the Logical Data Model to subsequent levels (for modifications where the methodology is algorithmic and does not require human intervention) </span></span></li></ul><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Offer mechanisms that allow to manually integrate modifications from the Logical Data Model to subsequent levels (for modifications where design decisions need to be taken) </span></span></li></ul><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Include an interface that generates the script to create / alter the database (DDL) from the Physical Database Model. </span></span></li></ul></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-39257582565953789772014-03-09T06:44:00.001-07:002014-03-09T06:48:34.928-07:00How to model a ternary associative entity with a binary constraint? | LinkedIn Group: Data Modeling<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groupItem?view=&amp;gid=2357895&amp;type=member&amp;item=5839411785949548545&amp;commentID=5840886448395427840" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="text">Based on the information provided (and including your later remark that this is just a hypothetical conceptual model to help illustrate a concept), Option A shows the right model.<br /><br />Additional relationships as of your options B and C are redundant since they do not add any semantics to the model that are not already expressed in Option A. Practical test: If you generate foreign keys, the model as of Option A will look as shown at <a href="http://www.linkedin.com/redirect?url=http%3A%2F%2Fwww%2Esilverrun%2Ecom%2Fcommon%2Fternary-example-red%2Egif&amp;urlhash=OExn&amp;_t=tracking_disc" rel="nofollow" target="blank">http://www.silverrun.com/common/ternary-example-red.gif</a> (using the notation "Information Engineering +").&nbsp;</span></span></span><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="http://www.silverrun.com/common/ternary-example-red.gif" imageanchor="1"><img border="0" src="http://www.silverrun.com/common/ternary-example-red.gif" height="390" width="400" /></a></div><div style="text-align: center;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i>Click on image to enlarge it</i></span></span></div><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="text">The foreign keys in the table Diploma still allow a direct navigation to the table University and the table Degree (and vice versa). </span></span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-34878037607472195862014-02-02T15:17:00.000-08:002014-02-02T15:17:10.259-08:00A Master Data Mind Map | LinkedIn Group: DAMA International<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groupItem?view=&amp;gid=56773&amp;type=member&amp;item=5835295120420798464&amp;commentID=5835791705449721856" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Starting with a mind map is definitely a more "relaxed" technique during the brainstorming stage of an MDM endeavor, compared to immediately using a data modeling tool. The relationships between master data entities are simply specializations, so, at the first stage, the creative process is not overloaded with the pressure to name relationships and assign cardinalities. </span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"> </span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Therefore, this approach is more suitable to obtain acceptance from the target audience (stakeholders / representatives of the business units). Their engagement and contributions are not only indispensable to find and define master data entities as the center of operational transactions, but also to build a sustainable basis for analytics processes: As you mentioned in your blog, master data are about the Who (Party), What (Product / Service) and Where (Location), i.e. these master data entity categories (together with When = Time) also define the dimensions of the analytics space, as most business questions can be projected into and then answered from this 4-dimensional structure. </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-81605453566853809752014-02-02T15:08:00.001-08:002014-02-02T15:08:49.446-08:00Modeling of un-structured data | LinkedIn Group: Data Architect USA<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groupItem?view=&amp;gid=3017875&amp;type=member&amp;item=5821264991008866304&amp;commentID=5835523487183179776" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text">All business-relevant data should be modeled in only one tool to ensure the integrity between logical enterprise models, logical subject area models and application-specific DBMS models.</span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text"></span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text">Differences between modeling techniques for SQL databases, NoSQL databases and other storage / retrieval technologies only occur on the physical level. In a nutshell, while SQL database models 'may' be denormalized, NoSQL database models 'must' (almost always) be denormalized (due to rare to no support of table joins).</span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text"></span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text">In any event, professional data modeling tools (should) offer such denormalization support while keeping track of the column lineage.</span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text"></span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text">The Business Architecture tool SILVERRUN in its latest version (published last week) features modeling Cassandra 2.0 databases incl. the generation of CQL scripts (see <a href="http://www.linkedin.com/redirect?url=http%3A%2F%2Fwww%2Esilverrun%2Ecom%2Fsilverrun-news-nosql-cassandra-modeling%2Ehtml&amp;urlhash=cn96&amp;_t=tracking_disc" rel="nofollow" target="blank">http://www.silverrun.com/silverrun-news-nosql-cassandra-modeling.html</a> ) Additional SILVERRUN versions including reverse engineering of Cassandra databases as well as support of other NoSQL databases will follow in 2014.</span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text"></span></span></span><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><span class="text">[In the spirit of full disclosure: I am in charge of Grandite, the SILVERRUN supplier, and will be happy to provide additional information on demand.] </span></span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-56617788504165289772013-11-27T11:53:00.002-08:002013-11-27T11:53:13.541-08:00What does represent for you Enterprise Information Map? | LinkedIn Group: MDM - Master Data Management<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groupItem?view=&amp;gid=60063&amp;type=member&amp;item=5810499138915176450" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Your approach perfectly makes sense.</span></span><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Call it "Enterprise Data Architecture", call it "Enterprise Information Map" - it is indispensable to get ready for the future. In any medium and large organization, (almost) all operational units create, update, use and interpret data for the major part of their daily business duties (even where tangible goods are produced using machines, the latter ones are data-driven.) Consequently, medium and large organizations are first and foremost in "information business" (whereas the underlying data model may vary depending on the industry).</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">An Enterprise Information Map is therefore not only helping the CIO to develop a road map from a siloed to an integrated application landscape, but should primarily serve as a blueprint for the CEO (with "E" as in "Executive") to pursue the alignment of the operational business units with the "new reality" of being an information business. The CEO should assume leadership in this alignment process, nominate responsible parties and monitor progress and results closely.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">In a nutshell, the alignment includes (but is not limited to) business (not IT!) activities such as:</span></span></div><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">D</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">esign the Master Data model as the core piece of the Enterprise Information Map</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">A</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">ssign ownership of information entities to business units&nbsp;</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">I</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">dentify "central" information entities without "natural" owner (such as master entities Party and Location as well as reference data) to a (new) central unit responsible to conceive mechanisms for management and governance of "central" information entities and to license the above mechanisms for reuse in decentral business units</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">N</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">ominate data stewards in decentral business units that are responsible to reuse central mechanisms and, based on entity ownership, to conceive decentral measures for data governance</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">R</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">eorganize business processes based on the above mechanisms as well as to integrate data governance measures</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">R</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">estructure existing business units to support the reorganized processes</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">T</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">rain managers and staff how to support the "new" culture.</span></span></li></ul><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The above is only a primer to answer your initial question within the given limitations of this medium. Therefore, please feel free to follow up or contact me directly.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">I'd like to emphasize here, though, the importance of the CEO's commitment to make sure that the investment into an Enterprise Information Map pays off and will not only remain a sandbox game. </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-73745097434685806052013-11-13T13:07:00.001-08:002013-11-13T13:07:47.717-08:00Bank of England doesn't need a Chief Digital Officer, claims CIO | Article in Computerworld UK on November 12, 2013<div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="share-body" id="control_gen_10">Interesting article in Computerworld UK titled </span>"<a href="http://www.computerworlduk.com/news/careers/3483099/bank-of-england-doesnt-need-chief-digital-officer-claims-cio/" target="_blank">Bank of England doesn't need a Chief Digital Officer, claims CIO</a>" <span class="share-body" id="control_gen_10">citing Bank of England's recently appointed CIO John Finch.&nbsp;</span></span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="share-body" id="control_gen_10">One of the core sentences in this article: "Speaking at Gartner's Symposium in Barcelona this week, Finch detailed his vision for the BoE [Bank of England] to become a 'digital social enterprise', but said that this will be achieved by ensuring that the entire senior executive team is technology savvy."&nbsp;</span></span></span></div><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="share-body" id="control_gen_10">Mr. Finch' statements (as cited in this article) promote a long-due paradigm shift in the self-understanding of senior managers, applicable not only at the Bank of England.</span></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="share-body" id="control_gen_10"><br /></span></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="share-body" id="control_gen_10">However, I take a slightly different view on what will be a must-have for senior managers to qualify as such in the future. </span><span class="share-body" id="control_gen_10"><span class="share-body" id="control_gen_10">In a nutshell</span>: </span><span class="share-body" id="control_gen_10"></span><span class="share-body" id="control_gen_10">The business of any financial institution is nothing else but trading with information. Accordingly, it is indispensable that all senior executives are 'information-savvy' (not necessarily 'tech-savvy' which ought to be the IT's/CIO's domain) and assume responsibility for their respective business-area's information model aligned with the institution's Enterprise Data Architecture.</span></span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-673773271112285902013-11-08T13:12:00.001-08:002013-11-10T09:01:42.134-08:00The Corporate Data Model – Holy Grail? Doomed to Fail? Hype? | LinkedIn Group: DAMA International<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groupItem?view=&amp;gid=56773&amp;type=member&amp;item=5801613732207411200" target="_blank">Follow the LinkedIn discussion</a> </b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Without Corporate Data Model, any organization will end up in a siloed application landscape with all the known issues when trying to get some insight from 'cross-border' attempts such as analytics / business intelligence that are indispensable for optimal decisions as well as to differentiate from the competition.<br /><br />The way Corporate Data Models (or Enterprise Data Models) have been tackled in the past, i.e. to cover the whole organization in one project, is doomed to fail: Such a project takes too long, binds too many resources, does not promise any value before finished, and, whenever ending, the resulting model will not reflect the business reality anymore.<br /><br />Instead, I recommend to limit the 'Corporate Data Model' to the intersection of the business areas, i.e. in a first step to model only those objects that are shared by all parts of the organization including their major connectors to the different areas.</span></span></div><div style="text-align: justify;"><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Interestingly, those objects include the Master Data Entities (Party, Product / Service, Location), connectors include the roles that these entities take (such as Customer, Supplier, Employee, Invoice Address, Delivery Address etc.). The adjacent business areas can be modeled later, as priorities of reorganizing them come up and related projects can economically be justified.</span></span></div><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">This approach&nbsp;</span></span><br /><ul><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Lays a solid foundation to the Enterprise Data Architecture,</span></span></li><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">S</span>erves as the core piece for Master Data Management, Data Quality and Data Governance,</span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Creates the frame (primary dimensions) for a virtual or real data warehouse (as it gives answers regarding the Who (Party), Where (Location), What (Product/Service) and When (versioning / timestamps)).</span></span></li></ul><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My follow-up comment (Nov 10, 2013)</b></i> </span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">To foster cohesion and reuse of the model and its components (and, more importantly, nourish "common" sense among the heads of the business areas led by a committed CEO), the "Common" Corporate Data Model must include all major entities and connectors that define the business as a "Corporation". (Example from insurance industry: Though not being Master Entities, "Policy" and "Claim" are "Common" Corporate Entities.)</span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The "All-including" Corporate Data Model will evolve over time - by integrating business area model after business area model with the "Common" Corporate Data Model (whereas adjustments of the latter one ought to be the rare case, but cannot be avoided.) </span></span></div><ul></ul>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-61364050794340117572013-09-04T09:38:00.002-07:002013-09-05T05:28:30.115-07:00Do we really need a CDO? - Installment #2 | LinkedIn Group: Data Governance & Stewardship<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b><a href="http://www.linkedin.com/groupItem?view=&amp;gid=137429&amp;type=member&amp;item=269840809&amp;commentID=160888295" target="_blank">Follow the LinkedIn discussion </a></b></i></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><i><b>My comment</b></i>&nbsp;</span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Today's business in medium and large organizations is to process nothing but information. (Even if organizations produce tangible items, they will use machines which are information-controlled.) With reference to my blog post <a href="http://axeltroike.blogspot.ca/2013/02/who-is-responsible-for-master-data.html" target="_blank">"Who is responsible for Master Data?"</a>, I like to emphasize the CEO's responsibility for Master Data as well as the C-level-managers' / VPs' responsibilities for the information that is created, updated and deleted in their respective business unit.&nbsp;</span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">That may sound absurd to some, as it alters the business managers' traditional role, but it is preferable to reorganize existing business units and responsibilities instead of adding another layer such as a CDO which only contributes to confusion and conflicts. </span></span>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-42736730635017946982013-07-14T18:58:00.001-07:002013-07-15T05:03:40.806-07:00Duration and ROI of MetaData Project | LinkedIn Group: Data Quality and Metadata Management<div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><b><i><a href="http://lnkd.in/jPJY_r" target="_blank">Follow the LinkedIn discussion</a><br /><br />My comment </i></b></span></span></div><div style="text-align: justify;"><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="comment-body" data-li-comment-text="">There is certainly no formula to estimate the cost, workload, time associated with a metadata / business modeling / information architecture project.</span></span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="comment-body" data-li-comment-text="">It's axiomatic to do it, as we do not question whether a country needs an army, whether we have to clean up our office desk (at least once in a while) or whether we take a shower with a certain frequency (at least I have not heard of anybody yet that has put an ROI on it). Just because their ROI cannot be quantified does not mean, it's legitimate to neglect certain tasks, sometimes common sense ("what would my mother have told me") provides a sufficient answer. Unfortunately, it has become "popular" in medium and large organizations over the past 20 years not to pay to much attention to activities without direct monetary outcome, and that is the reason why so many businesses today struggle with legal compliance, security, privacy and data quality issues.</span></span></span></div><div style="text-align: justify;"><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="comment-body" data-li-comment-text="">Surely, the way out of such a situation is not to "boil" the proverbial "ocean". I suggest to collect and model metadata by business unit and/or application following the priority in which their reorganization and modernization is justified and scheduled. However, proceeding by line of business comes with the risk that existing vertical silos are maintained or newly created. It is therefore important to start with a horizontal integration modeling project that lays the foundation for the information architecture of the organization. It will show on a high level how the lines of business interact and exchange information with each other, and thus indicate where central objects are shared (Master Data Modeling / Management). </span></span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-32666762797367391062013-06-03T19:50:00.000-07:002013-06-03T19:50:29.596-07:00Standardization Of Terms At All Costs?<div data-role="message-content"> <div class="post-message publisher-anchor-color " data-role="message"> <br /> <div style="text-align: justify;"><i><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">(This post was originally published as a comment to Paula Wiles Sigmon's article <a href="http://www.ibmbigdatahub.com/blog/define-terms-or-doom-your-project" target="_blank">"</a></span><a href="http://www.ibmbigdatahub.com/blog/define-terms-or-doom-your-project" target="_blank">Define Terms, or Doom Your Project</a></span></i><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><span style="font-size: small;"><a href="http://www.ibmbigdatahub.com/blog/define-terms-or-doom-your-project" target="_blank">"</a> </span>on IBM's The Big Data Hub.)</i> </span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Though being desirable in an idealized world, the attempt to unify the terminology is quite problematic in larger organizations, as the standardization process throughout multiple disciplines of the business and IT is not only very time-consuming, but</span></span></div><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">may result in artificial deviations from traditional terminology for certain disciplines</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">will leave "winners" and "losers"</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">will start again with the next M&amp;A</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">may create naming conflicts with the next acquisition of standard software.</span></span></li></ul><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">To avoid, at least to minimize, the above effects, I recommend to decompose the business data model into a "global" data model and several "local" data model (one per each "department" / line of business). In a nutshell, the approach should be as follows.</span></span></div><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">For entities and attributes that are supposed to be used "globally", i.e. by more than one line of business:</span></span><br /><ul><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Create a global model.</span></span></li><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">A</span>gree globally on the semantics and definitions.</span></li><li><span style="font-family: Verdana,sans-serif;">Derive a unique, logically meaningful term / name for each object ("common item") in the global model.</span></li></ul><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">For each line of business:</span></span><br /><ul><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Create entities and attributes in a local model.</span></span></li><li><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">L</span>ink objects of a local model with the semantically corresponding objects of the global model (as far as a local model intersects with the global model).</span></li><li><span style="font-family: Verdana,sans-serif;">Agree locally on the semantics and definitions (as far as they are not "governed" by the global model).</span></li><li><span style="font-family: Verdana,sans-serif;">Derive a unique, logically meaningful term / name for each object (common item) in the local model (as far as it is not "governed" by the global model).</span></li><li><span style="font-family: Verdana,sans-serif;">A<span style="font-size: small;">llow local synonyms for the common items in the global model.</span></span></li></ul><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The above approach reduces frictions among departments with partially overlapping local models and creates a cross-reference system of common items and synonyms. There is no need to "boil the ocean", but local models can be created as projects come up and be iteratively integrated with an incrementally growing global model.</span></span></div><br /> <div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Professional and practical data modeling tools will support the above mentioned steps to link and integrate the global model with local models and to maintain the lineage between the "same" objects in different models.</span></span></div></div></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-3451837780853931832013-05-26T14:53:00.001-07:002013-05-26T14:53:43.359-07:00How to assign Data Stewards to logical pieces of an org's data | LinkedIn Group: DAMA International<i><b><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><a href="http://www.linkedin.com/groupItem?view=&amp;srchtype=discussedNews&amp;gid=56773&amp;item=242887656&amp;type=member" target="_blank">Follow the LinkedIn discussion</a> </span></span></b></i><br /><br /><i><b><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">My comment</span></span></b></i><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">As a first step, an organization needs a high-level logical data model to represent the target enterprise data architecture. Using that model, you can assign each subject area / entity to an organizational target unit that is typically responsible to create/update that entity as their respective owner. (I use the term "target" because the current enterprise data architecture - if even documented - may be siloed and also that the current organizational structure may not be optimized for future purpose.)&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Each owning organizational unit should be represented by one or several Data Stewards.&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Applying the above principle, the subject areas / domains of entities that are assigned to a certain organizational unit can be easily drawn, as the vast majority of entities has (more precisely: in the future should have) only one natural owner which typically is not only the creator of the data but usually also its main consumer.&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">However, particular attention is to be paid to the Master Data domains, especially Party. The objects of Party occur in many different roles (customer, supplier, employee etc.) and therefore have either none or many potential "owners" (Sales, Customer Service, Purchase, Human Resources etc.).&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">I recommend to create a separate central unit that takes ownership e.g. for all matters related to Party and represents the interest of the organization as a whole and not only of one department (the latter being one of the reasons for a siloed structure in the first place). This central unit has "the license" to define the entities/attributes related to Party, the business rules, the data governance measures etc. Other organizational units ("licensees") embed this "one and only" way of creating/updating objects of Party into their processes and supporting applications. Certainly, the Data Steward(s) representing the licensor need to consult the data stewards representing the licensees to make sure that all the requirements of the latter units are taken into consideration.&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">This been said, there is no reason to "boil the ocean", i.e. no need to have a complete coverage of the whole organization, before any fruitful work can be started.&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">I agree with a previous comment to focus in priority on areas with problems, i.e. where engaging in Data Stewardship can be justified by the ROI and/or where the COI (cost of inaction) indicates ongoing loss of money or the risk of fines (for industries that need to comply with requirements of regulatory authorities). Data Stewards for prioritized areas can start their work as a project task force and may later evolve into a formal, permanent role. </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-60914973143702099432013-05-26T14:28:00.000-07:002013-05-26T14:28:47.908-07:00Where to store data quality standards? | LinkedIn Group: Data Governance & Data Quality<a href="http://www.linkedin.com/groupItem?view=&amp;gid=748817&amp;type=member&amp;item=241843523" target="_blank"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><b>Follow the LinkedIn discussion</b></i></span></span></a><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><b>My comment </b></i></span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The metadata repository is the right place to store data quality standards: those that can be automatically transformed into database constraints such as referential integrity, data types, data nullability, data domains etc. as well as, more importantly, those business rules that require human interaction. </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The hardest part is the perseverance and discipline necessary to maintain the data quality standards, but also to instruct and monitor users that standards are consequently applied. </span></span></div><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><b>My additional comment </b></i></span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">To answer the question .., related to my comment "The hardest part is the perseverance and discipline necessary to maintain the data quality standards, but also to instruct and monitor users that standards are consequently applied.": </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The weakest element in the integrated system of people - processes - tools is undoubtedly the human factor. Users that enter data do not only need to be trained and monitored in their doing, but the organization has to create a cultural climate that rewards high quality of data. </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Example: If people that enter data are paid by number of correctly and completely created/updated objects (persons, addresses, products, orders etc.)), the resulting data quality will naturally be higher than if those people are paid by time. </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">In general, there needs to be a system of incentives that make it attractive for users to contribute to data quality. A simple, but important factor to increase their motivation is also to ask users on a regular basis for their feedback about difficulties and possible improvements of the process. </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-59918392752650210352013-05-26T14:12:00.001-07:002013-05-26T14:12:13.892-07:00MDM vs DWH vs CRM | LinkedIn Group: MDM - Master Data Management<div style="text-align: justify;"><a href="http://www.linkedin.com/groupItem?view=&amp;gid=60063&amp;type=member&amp;item=228817404" target="_blank"><b><i><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Following the LinkedIn discussion</span></span></i></b></a></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><b><i>My comment</i></b> </span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Subject of MDM is the management of all master entities and the relationships among them as well as with other non-master entities, since the commercial value of MDM is derived from the relationships (roles). ...</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">An insurance company like your organization that covers Life, General and Health Insurance will need to consider the following master data entities</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">* Party (natural person or legal entity, but also social group such as household) with their roles "policy owner", "insured person", "injured person" etc.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">* Thing (any tangible or non-tangible object, e.g. your products, but also cars, houses) with their roles "policy product", "insured object", "claim object" etc.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">* Location (physical or virtual place) with their roles "insured address", "claim location" etc.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The above examples show that MDM in an insurance company is quite complex if you want to profit from it to the maximal extent. Since MDM in any established insurance company is a multi-year integration endeavor that will affect (almost) each and every department, I recommend to develop a plan for the best individual economical approach (cost of inaction, return on investment) to stepwise cover your organization's application landscape. </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><b>My additional comment</b></i></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">The duplication of master data should of course be avoided.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">In the ideal case, master data are managed by a central application, and all operational applications directly create and update master data using an API of that central MDM application (hub architecture style: "Transaction"), but this is also the most ambitious solution.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Since it will not be possible (and is not recommended) to reorganize all operational applications in one project, your organization will need to develop the already mentioned stepwise approach. During the interim period, it may be necessary to keep master data redundant in the legacy applications and the evolving central MDM application.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">However, what will be the best economical solution (i.e. which hub architecture style will best resonate with your organization), can only be found via an individual analysis and business modeling (data, data flows and processes) of existing and potential future applications. For a quick overview of the principal architecture styles for the MDM hub, I recommend you to check out this page: http://datamanagement.manjeetss.com/page/2</span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-74942651636602911892013-05-26T13:53:00.000-07:002013-05-26T13:53:36.797-07:00Data Governance as a part of the SDLC | LinkedIn Group: Data Governance & Stewardship<div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><b><i><a href="http://www.linkedin.com/groupItem?view=&amp;gid=137429&amp;type=member&amp;item=217717114" target="_blank">Follow the LinkedIn discussion</a><br /><br />My comment </i></b></span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">I agree with most of what has already been said in preceding comments:</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Standardization of the SDLC and the related artifacts such as data models, process models and data flow diagrams definitely contribute to transparency which is a basic demand of any Data Governance endeavor, regardless of industry-specific compliance requirements.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">However, Data Governance primarily demands traceability of the production data itself, i.e. transparent data lineage is a major prerequisite so that consuming applications / users can judge the reliability and trustability of data.</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Consequently, the SDLC of applications that create, update or delete governance-sensitive data will need to include logbook tables into the application data models and subsequently into the application databases. Such logbook tables comprise e.g. the following columns (and their related trigger functions) and record for each modification event of an application database row (and possibly even of an application database row column):</span></span></div><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Timestamp</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Actor (e.g. staff member, batch process, third-party)</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Physical source (e.g. third-party self-service (Web) application form, postal code verification from external reference, MDM hub, migrated database, merger / acquisition database)</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Status (e.g. active, inactive because customer passed away, inactive as being a duplicate entry)</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Quality indicator, i.e flagged if incomplete and/or incorrect (NOT NULL columns empty, filled with semantically incorrect values or meaningless defaults); flagged if referential integrity is violated (e.g. not every customer has an address)).</span></span></li></ul><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Data extraction mechanisms for data warehouses / BI purpose will need to have the ability of filtering data based on its logbook information (and of tracing the data lineage backwards) to make sure that only reliable data contributes to a decision process (or the user is accordingly warned about the related risk). </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-84706411317594736782013-05-26T13:41:00.001-07:002013-05-26T13:42:26.108-07:00MDM and map projection | LinkedIn Group: MDM - Master Data Management<i><b><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><a href="http://liliendahl.com/2013/02/04/the-greenland-problem-in-mdm" target="_blank">See the triggering post</a> <br /><br /><a href="http://www.linkedin.com/groupItem?view=&amp;gid=60063&amp;type=member&amp;item=210895052" target="_blank">Follow the LinkedIn discussion</a><br /><br />My comment</span></span></b></i><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Surprisingly many organizations have not realized yet that they are part of a global economy. At least those that have a Web presence should consider that they have an audience (and maybe even clients) outside of their geographical, political and cultural area (usually their country).<br /><br />On a daily basis, we can observe that Web publications, even those of internationally renowned businesses, show a lack of awareness and sensibility for their foreign visitors. A simple example is the date format:<br /><br />Numerous organizations continue to use their "local" way of displaying a date like "02/04/2012" which leaves their audience second guessing if this is "February 4, 2012" or "April 2, 2012" (the latter one is the way most Europeans will interpret it). With all due respect to cultural identity and geographical habits, the Web is a worldwide forum, and time-related information such as a date needs to be displayed in a non-ambiguous manner.<br /><br />My thoughts regarding MDM (certainly not exhaustive, but a start):</span></span></div><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Think as a cosmopolitan, make the world your universe.</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Make sure that the descriptors that comprise an address identify the place uniquely worldwide, i.e. the foreign post service can deliver successfully. (The use of a geographic coordinate system based on longitude and latitude in addition to the postal address system is already in discussion.)</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Apply international standards. If there is no globally accepted standard, the minimum "standard" is non-ambiguity. In the above example, a date should/could be comprised of using two digits for the day, (at least) three letters for the month and 4 digits for the year. So depending on the cultural background, personal taste etc. the date could be displayed as "4. Feb 2012", "Feb 4, 2012" and even as "4 2012 Feb" and will not leave any room for interpretation.</span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Mention the unit system, e.g. a temperature of "40 degrees" can be either very warm (if related to "degrees Celsius (Centigrade)") or pretty cold if related to "degrees Fahrenheit"; same of course applicable to length, weight etc. Certainly the metric system is recommended.</span></span></li></ul><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Also, avoid derived data as part of MDM: the age of a person is not Master Data, the birth date is. (The Mercator projection coordinates of the outline of Greenland are not Master Data, the coordinates in longitude and latitude are.)<br /><br />With the above suggestions, MDM should have a solid basis - until we conquer other planets or will be victim of a "merger" after being invaded from a distant galaxy...&nbsp; </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-11843132558292395742013-05-26T12:34:00.001-07:002013-05-26T12:34:17.397-07:00What domains are people managing with MDM? | LinkedIn Group: Multi-Domain MDM<i><b><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><a href="http://www.linkedin.com/groupItem?view=&amp;gid=3805619&amp;type=member&amp;item=99219665" target="_blank">Follow the LinkedIn discussion</a><br /><br />My comment</span></span></b></i><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">There are three main domains to be considered for Master Data Management: Party, Location and Thing.<br /><br />Party is any natural person or legal entity that is relevant for your business. Depending on your industry, you may also want to consider Household as a sub-domain of Party. A party can take multiple roles e.g. be a customer and/or a supplier and/or an employee and/or a subcontractor.<br /><br />Location is a physical or virtual place that is relevant for your business. Traditional examples are Postal Address, Phone Number. With the raise of social media / alternative ways of communication, you may want to consider e.g. Twitter Handle, LinkedIn Account, Skype Id as (virtual) locations.<br /><br />Thing is any tangible or non-tangible object that is relevant for your business. As opposed to Party and Location, the range of sub-domains for Thing will vary from industry to industry. Typical examples are Product, Service, Material, Item, Part, Store, Machine, Tool. </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-54993771702677855232013-05-26T12:23:00.001-07:002013-05-26T12:26:11.419-07:00How to start MDM? | LinkedIn Group: Multi-Domain MDM<span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><b><a href="http://www.semarchy.com/semarchy-blog/sherlock-holmes-thoughts-on-starting-with-mdm" target="_blank">See the triggering post </a><br /><br /><a href="http://www.linkedin.com/groupItem?view=&amp;gid=3805619&amp;type=member&amp;item=207369180&amp;commentID=115741341" target="_blank">Follow the LinkedIn discussion</a><br /><br />My comment</b></i></span></span><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Your question revives the age-old discussion whether the development of a new application system requires a detailed analysis of the legacy system, and if so, at which stage of the project and to which extent.</span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">For MDM projects as well as for the development of any application, I recommend the following principal steps in this particular order (which is of course only an extract of the actual activities during a software project):</span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">1. Develop the data model structure with the primary metadata (entities, relationships, keys, main attributes including their names and textual definitions) solely based on the requirements for the future application system to avoid being biased by the legacy system (or by any standard software package considered as candidate for the replacement of the legacy system).</span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">2. Once the structure of the new data model is solid, compare the metadata (data model) of the new application with the metadata of the legacy system to add missing attributes including their names and textual definitions to the future data model (i.e. ensure that at least all existing metadata or their semantic correspondences are included in the new data model).</span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">3. Analyze the current data content to complete the attributes’ descriptors (type, length, nullability, permitted range of values, default values) in the future system's data model (i.e. ensure that all values of the legacy system can be mapped / migrated to the new system).</span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">In other words, the current data content does not need to be examined before the structure of the future data model is solid, but certainly before the (logical) data model can be considered being complete and verified.</span></span></div><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"></span></span>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-37287905326972407862013-05-26T11:51:00.002-07:002013-05-26T12:06:15.780-07:00Technical proficiency of PMs in Canada ? | LinkedIn Group: Canadian PM<i><b><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><a href="http://www.linkedin.com/groupItem?view=&amp;gid=2657592&amp;type=member&amp;item=202930445&amp;commentID=113274439" target="_blank">Follow the LinkedIn discussion</a></span></span></b></i><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><b>My comment</b></i> </span></span><br /><br /><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Glad to read the previous comments.</span></span><br /><br /><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">For the last few decades, since hardware and software have conquered organizations for the better or the worse, there has been a widespread myth about the power of the "IT silver bullet" that just requires technically-correct implementation, and the magic will happen. And if not, there will be a next technology that will do it. </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Accordingly, too many organizations are in the belief to need IT project managers that are the xyz software/database etc. expert. &lt;begin of snark&gt;Of course, in case a project fails, stakeholders of those organizations will be exonerated, as they have done "everything" to choose the right project manager.&lt;end of snark&gt; </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Let's face it - if we look at real reasons why IT projects failed (and continue to fail), we find organizational issues such as </span></span></div><ul><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Insufficient involvement of stakeholders </span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Undefined project scope </span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Lack of resources </span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Insufficient communication (not appropriate to the problem) </span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Poor planning </span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Bad budgets </span></span></li><li><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Missing methodology and/or tools </span></span></li></ul><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">and "the project manager did not know the technology" is none of them (Independent sources can be easily googled). </span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">My short answer: A seasoned IT project manager's success will not depend on his knowledge about any specific technology (and I do not cite from a book, but reflect my own experience!) - Does it hurt to be a technical specialist? Yes, it can, because it may turn the focus too much away from the real business requirements and from "managing the project".&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><i><b>My additional comment</b></i>&nbsp;</span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><br /></span></span></div><div style="text-align: justify;"><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">This last question .. [</span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="comment-body" data-li-comment-text="">What if the PM does not look at solutions outside his current skill set? <i>by</i> </span></span></span><span style="font-size: small;"><span style="font-family: Verdana,sans-serif;"><span class="comment-body" data-li-comment-text=""><a class="commenter" href="http://www.linkedin.com/groups?viewMemberFeed=&amp;gid=2657592&amp;memberID=5552482" title="See this member's activity">Patrick Richard ing., PMP</a></span> ] .. is actually one of my major concerns, as the history of IT projects continues to repeat itself: Too many client organizations have a biased fixation on a particular target technology and, instead of evaluating a solution based on documented business process and data models, a prematurely selected technical environment is twisted until it "approximately" matches the requirements.<br /><br />Returning to the original question - my advice for Human Resources departments (and recruiters acting on their behalf): Pay attention to the soft skills and don't look for the technical expert, otherwise you may end up only with the second best project manager! </span></span></div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-13598031198194271912013-05-26T11:33:00.001-07:002013-05-26T11:38:29.940-07:00Data Governance Management. Is it a Program or a Project? | LinkedIn Group: Data Governance & Data Quality<span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><b><i><a href="http://www.linkedin.com/groupItem?view=&amp;gid=748817&amp;type=member&amp;item=203182958&amp;commentID=112960756" target="_blank">Follow the LinkedIn discussion</a> </i></b></span></span><br /><br /><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><b><i>My comment</i></b>&nbsp;</span></span><br /><br /><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">In a nutshell: Data Governance Management starts as a Project with the purpose to set up roles / responsibilities, procedures and technology to ensure regulatory compliance, data quality and data security.&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">It turns into a Program where operational units practice - as agreed in the initial Data Governance Project - their responsibilities and use the defined procedures and technology on a daily basis. Operational units should report issues with the Program to a Data Governance Committee which may trigger follow-up Projects to adjust responsibilities, procedures and technology to improve the existing Program.&nbsp;</span></span></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><span style="font-family: Verdana,sans-serif;"><span style="font-size: small;">It is the task of the Internal Audit to check on a regular (and/or random) basis that operational units follow their obligations as defined in the Program.</span></span> </div>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-29271987671549040922013-05-21T13:09:00.001-07:002013-05-21T13:09:38.727-07:00Foreign Key Constraints | LinkedIn Group: Data Modeling<blockquote class="twitter-tweet" data-partner="tweetdeck"><p>Responded to "Ways to document 'un-enforceable' FK constraints in your PDM?" <a href="http://t.co/cjlNdAnHsi" title="http://lnkd.in/cHmnst">lnkd.in/cHmnst</a> <a href="https://twitter.com/search/%23DataModeling">#DataModeling</a> <a href="https://twitter.com/search/%23ForeignKeys">#ForeignKeys</a></p>&mdash; Axel Troike (@AxelTroike) <a href="https://twitter.com/AxelTroike/status/336932613497438208">May 21, 2013</a></blockquote><script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.comtag:blogger.com,1999:blog-7417066197594330069.post-33926031099115773402013-05-18T14:06:00.001-07:002013-05-21T13:10:35.864-07:00Relationships | LinkedIn Group: Data Modeling<blockquote class="twitter-tweet" data-partner="tweetdeck"><p>Discussed "Relationships" in the LinkedIn group "Data Modeling" <a href="http://t.co/ozHODJdFwi" title="http://lnkd.in/y2ANwY">lnkd.in/y2ANwY</a> <a href="https://twitter.com/search/%23DataModeling">#DataModeling</a></p>&mdash; Axel Troike (@AxelTroike) <a href="https://twitter.com/AxelTroike/status/334444601266028544">May 14, 2013</a></blockquote><script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>Axel Troikehttps://plus.google.com/116937470708242067099noreply@blogger.com